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Tianfeng: New AI momentum drives industry growth acceleration, bullish on the communication industry to continue high prosperity and accelerate growth each quarter.
In terms of net income, the overall net income of communications equipment in Q3 2024 increased by 18% year-on-year, a significant reversal compared to the -16% in Q3 2023, reflecting a rapid recovery in industry profitability amid the transition between old and new driving forces.
CETC Cyberspace Security Technology (002268.SZ): The company has currently won the bid for China Mobile Research Institute's quantum communication services project.
Gelonghui November 12th | cetc cyberspace security technology (002268.SZ) stated on the investor interactive platform that the company continues to increase its investment in cutting-edge technology research in the post-quantum cryptography field to enhance the company's technological competitiveness and increase the company's technical barriers in related areas. Currently, the company has won the bid for China Mobile Research Institute's quantum communication services project, becoming an important security support vendor for China Mobile's quantum secure communication business, realizing the transformation of quantum key management and secure communication technology achievements.
cetc cyberspace security technology (002268.SZ): has strong password capabilities and a complete product system
Gelonghui November 6th, CETC Cyberspace Security Technology (002268.SZ) stated on the investor interactive platform that as a block orders in the cryptography industry, the company has strong cryptographic capabilities and a complete product system. In the cryptographic products, there are embedded secure SE chips, 40G high-performance security chips, internet of things ultra-low power security chips, vehicle-grade security chips and other series of products. At the same time, the company is continuously promoting the integration of cryptography with satellite internet, smart civil aviation, and other new scenarios to create industry solutions.
Telecom Network Security: Report for the third quarter of 2024
cetc cyberspace security technology (002268.SZ) incurred a net loss of 0.213 billion yuan in the first three quarters.
GrainTong October 29th | cetc cyberspace security technology (002268.SZ) released the third quarter report of 2024, the company achieved revenue of 0.993 billion yuan in the first three quarters, a year-on-year decrease of 42.33%; net loss of 0.213 billion yuan. Among them, the third quarter achieved revenue of 0.352 billion yuan, a year-on-year decrease of 39.09%; net income of 2.1552 million yuan, a year-on-year decrease of 96.44%.
"Repurchase, shareholding, and re-lending" is quickly implemented! The scale has exceeded 10 billion yuan, with central enterprises leading the trend.
①Yesterday, the first batch of 23 listed companies have disclosed information on shareholding, repurchasing, and additional financing, with the total amount involved exceeding one billion yuan; ②Among central state-owned enterprises, two major shipping giants, China Merchants Group and cosco shp sg, have multiple companies involved, while private enterprises are represented by industries such as aquaculture, photovoltaics, and semiconductors; ③Market participants believe that the new policy on additional financing has received enthusiastic responses, which will help further activate the market and bring more liquidity.
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